+82.2%
RWLC vs VOO
+71.5%
+10.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -3.0% | -2.0% | -1.0% | -1.4% |
| 30D | -0.6% | -1.7% | +1.1% | +0.8% |
| 3M | +6.8% | +4.7% | +2.0% | +2.7% |
| 6M | +16.0% | +12.6% | +3.4% | +5.2% |
| YTD | +15.2% | +11.8% | +3.5% | +5.1% |
| 1Y | +18.0% | +17.5% | +0.5% | +3.2% |
| 3Y | +87.3% | +77.0% | +10.3% | +17.5% |
| All | +82.2% | +71.5% | +10.7% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling